Add and Manage Folders
Document Tree
The creation and management of folders and document types creates a hierarchical structure enabling you to organize your documents in the UKGDocument Manager solution.
A Document Tree consists of Parent Folders which contain Child Folders or Document Types. We do not recommend creating nested child folders. Each folder may contain multiple document types. Folders and underlying document types may be restricted based on HR user roles.
- Tree View: This view allows you to identify the hierarchy of folders and document types allowing you to locate the document type of folder easily.
- List View: This view allows you to review a list of your documents types, their Destination or Parent folder, and provides a document type metadata summary.
Separate Document Trees exist for Employee Documents and Company Documents.
For example, Employee History is a parent folder and Background Authorization is a document type. Both parent and nested child folders can house document types.
Add a Folder
In the UKGDocument Manager solution, you can use folders to organize documents and document types.
Update a Folder
You can update Parent and Child folders. Select the name of the folder you want to update from the document tree to change the folder's location and name.
- From the document tree, select the appropriate folder.
- Modify the name or parent folder, as needed.
- Select Save Folder when you finish.
Folder and Document Deletion
You must have administrative rights in order to delete document types and folders from the platform.
To delete a document tree folder or document type, you must have the Manage document types, folders, and retention policies permission.
To delete a document type, ensure that the document type is not associated with a retention policy. If so, remove the document type from the retention policy. You cannot delete a document type that is associated with documents in an employee folder. If you need to remove a document type with associated employee documents, you must change the document type listed on each document. Then you may delete document types from the document tree.
To delete a document tree folder, you must move or delete all document types housed in the folder. You cannot delete any Parent or Child folders that contain documents. Then you may delete the folder.
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